EnergySage + LeadConnector
EnergySage + LeadConnector
EnergySage + LeadConnector integrations
Add or update LeadConnector contacts when new or updated leads occur in EnergySage
Streamline your lead management process with this effective workflow. Whenever there is a new or updated lead in your EnergySage app, this workflow ensures the same information is instantly mirrored in your LeadConnector app. This automation keeps your contacts updated, saving you the hassle of manual data entry and giving you more time to focus on potential customers in the energy market.
- When this happens...New or Updated LeadTriggers when a lead is created or updated.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with EnergySage and LeadConnector
Discover other triggers and actions you can use with EnergySage and LeadConnector
- New or Updated Lead
Triggers when a lead is created or updated.
Try ItTriggerInstant - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
- Market Property UUID
- Funnel StateRequired
- Street AddressRequired
- City
- State
- Zip Code
- First Name
- Last Name
- Alias email
- Installation Size [kW]
- Installation Cost
- Includes Battery
- Includes Roofing
ActionWrite- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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